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Home > Institutional Investor > Allie Family Office Llc > Profile

Instuitional Investor - Allie Family Office Llc

Fund Profile
Filing Period:
Fund Name: Allie Family Office Llc
Portfolio Value $201,818,583
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 89,188 $55,192,116 27.35%
2.
Ishares Trust
 VLUE 305,016 $27,265,845 13.51%
3.
Spdr Index Shs Fds
 146,206 $8,732,884 4.33%
4.
Ishares Trust
 IEF 161,934 $7,811,642 3.87%
5.
Vanguard Index Fds - REAL ESTATE ETF
 74,110 $6,599,242 3.27%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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